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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Chad Wolcott (CRD# 3179108) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Redding, CA and has over 25 years of experience in the finance industry.
Tom Wood (CRD# 2931022) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Redding, CA and has over 26 years of experience in the finance industry. Tom Wood has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Perry Wright (CRD# 2710239) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Redding, CA and has over 28 years of experience in the finance industry. Perry Wright has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Zachary Bay (CRD# 5497530) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Redding, CA and has over 13 years of experience in the finance industry.
Kyle Bird (CRD# 7252987) is an Investment Advisor Representative working at Lpl Financial LLC in Redding, CA and has over 3 years of experience in the finance industry.
Jack Cambon (CRD# 7086347) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Redding, CA and has over 4 years of experience in the finance industry.
Mark Cheeseman (CRD# 3069383) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Redding, CA and has over 13 years of experience in the finance industry.
Nickolas Eubanks (CRD# 7351716) is an Investment Advisor Representative working at Edward Jones in Redding, CA and has over 2 years of experience in the finance industry.
Farren Forcella (CRD# 5370037) is an Investment Advisor Representative working at Lpl Financial LLC in Redding, CA and has over 15 years of experience in the finance industry. Farren Forcella has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
John Gardner (CRD# 1806518) is an Investment Advisor Representative working at Maripau Wealth Management LLC in Redding, CA and has over 3 years of experience in the finance industry.